Independent Advisor Alliance’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,256
| Closed | -$2.34M | – | 1271 |
|
|
2024
Q4 | $2.34M | Buy |
+21,256
| New | +$2.34M | 0.03% | 473 |
|
|
2023
Q1 | – | Sell |
-4,026
| Closed | -$443K | – | 696 |
|
|
2022
Q4 | $443K | Sell |
4,026
-143
| -3% | -$15.7K | 0.15% | 85 |
|
|
2022
Q3 | $459K | Sell |
4,169
-359
| -8% | -$39.5K | 0.03% | 393 |
|
|
2022
Q2 | $499K | Buy |
4,528
+145
| +3% | +$16K | 0.03% | 367 |
|
|
2022
Q1 | $483K | Buy |
4,383
+109
| +3% | +$12K | 0.02% | 401 |
|
|
2021
Q4 | $472K | Buy |
4,274
+120
| +3% | +$13.3K | 0.02% | 407 |
|
|
2021
Q3 | $459K | Buy |
4,154
+74
| +2% | +$8.18K | 0.03% | 405 |
|
|
2021
Q2 | $451K | Buy |
4,080
+181
| +5% | +$20K | 0.02% | 412 |
|
|
2021
Q1 | $431K | Buy |
3,899
+1
| +0% | +$111 | 0.03% | 405 |
|
|
2020
Q4 | $431K | Sell |
3,898
-1,163
| -23% | -$129K | 0.03% | 368 |
|
|
2020
Q3 | $560K | Buy |
5,061
+20
| +0.4% | +$2.21K | 0.04% | 263 |
|
|
2020
Q2 | $558K | Sell |
5,041
-103
| -2% | -$11.4K | 0.06% | 253 |
|
|
2020
Q1 | $571K | Sell |
5,144
-23,682
| -82% | -$2.63M | 0.08% | 196 |
|
|
2019
Q4 | $3.18M | Buy |
28,826
+23,608
| +452% | +$2.61M | 0.14% | 162 |
|
|
2019
Q3 | $577K | Buy |
+5,218
| New | +$577K | 0.07% | 236 |
|
|
2019
Q2 | – | Sell |
-5,255
| Closed | -$581K | – | 459 |
|
|
2019
Q1 | $581K | Sell |
5,255
-125
| -2% | -$13.8K | 0.08% | 205 |
|
|
2018
Q4 | $594K | Buy |
+5,380
| New | +$594K | 0.11% | 174 |
|